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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$2.45M +$14.1K +936 +0.6%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$2.27M +$2.08M +138,718 +799%
PAG
103
Private Advisor Group
New Jersey
$2.24M +$90K +5,993 +4%
TP
104
Tranquility Partners
Tennessee
$2.22M +$8.42K +561 +0.4%
CCP
105
Carmel Capital Partners
California
$2.21M +$219K +14,603 +11%
BIA
106
Beacon Investment Advisors
Maryland
$2.14M +$200K +13,341 +10%
OWP
107
Obermeyer Wealth Partners
Colorado
$2.1M +$313K +20,865 +17%
FNT
108
First National Trust
Pennsylvania
$2.06M +$969K +64,558 +84%
KWA
109
Kingswood Wealth Advisors
California
$2.05M +$5.17K +344 +0.3%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$1.97M +$231K +15,379 +13%
IFG
111
Independent Financial Group
California
$1.97M +$239K +15,892 +13%
PIWA
112
Prevail Innovative Wealth Advisors
Kansas
$1.96M +$1.76M +117,331 +672%
BCM
113
BluePointe Capital Management
California
$1.94M -$791K -52,681 -29%
TWM
114
Tradition Wealth Management
Minnesota
$1.92M +$44.2K +2,946 +2%
First Trust Advisors
115
First Trust Advisors
Illinois
$1.83M -$1.4M -93,214 -43%
Group One Trading
116
Group One Trading
Illinois
$1.75M +$1.8M +119,852 New
AWM
117
Apollon Wealth Management
South Carolina
$1.6M +$26.4K +1,760 +2%
PVM
118
Palogic Value Management
Texas
$1.59M +$74.6K +4,971 +5%
WA
119
WESPAC Advisors
California
$1.56M +$2.4K +160 +0.1%
OC
120
Oarsman Capital
Wisconsin
$1.51M +$113K +7,504 +8%
BC
121
Barnett & Company
Tennessee
$1.5M +$427K +28,450 +38%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.5M -$47.9K -3,187 -3%
TC
123
TownSquare Capital
Utah
$1.46M -$297K -19,782 -16%
1832 Asset Management
124
1832 Asset Management
Ontario, Canada
$1.39M
CCM
125
Chaney Capital Management
Washington
$1.37M

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.